Plan Snapshot
- Plan Sponsor: National Western Life Insurance Company
- Sponsor EIN: 840467208
- Sponsor Address: 10801 NORTH MOPAC EXPY. BLDG. 3, AUSTIN, TX, 787595415
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 292 | $43.7M | $893,448 | $2.1M |
| 2023 | 337 | $45.4M | $937,406 | $2.1M |
| 2022 | 316 | $37.3M | $841,833 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $166,967 | — | $166,967 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,967
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,751 | — | — | — | — |
| 2024 | $166,967 | — | — | — | — |
| 2023 | $137,030 | — | — | — | — |
| 2022 | $145,662 | — | — | — | $145,662 |